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View Your Sales Report

Last Updated: Jul 16, 2018 03:04PM EDT
PestPac Lead Management generates a sales report that shows all leads marked as closed/won. This is an effective way to view converted leads, the sales rep responsible for the win, and a revenue total.

To access the sales report:

1. Click Menu > Sales & Marketing > Sales & Marketing Reports

 

 
2. Click Sales.



3. The sales report will load.



4. To filter the report, click Show Filters.



5. Choose the filters you'd like to apply and click Save Filter Selections. You'll be able to click Load Saved Filters at another time to bring this preference back up.

 
 
 
 

 

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